The Edge Is Getting Paid, And You Should Look At This Edgy Stock

Author

Noah Zelvis
October 21, 2025

The edge just grew a wallet.

This stock’s network isn’t just moving packets anymore, it’s flirting with processing payments (hello, “NET Dollar”) while security and developer spend keep climbing.

If they turn global traffic into global transactions, you’re looking at a tollbooth for the agentic web.

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Generative AI

Adobe Just Opened a Creative Lab Where Every Brand Gets Its Own AI

Adobe’s (NASDAQ: ADBE) latest launch, Adobe AI Foundry, turns the Creative Cloud into an AI construction site.

The new service lets enterprises design their own generative AI models using their brand’s visuals, tone, and identity as the blueprint.

Built on top of Adobe’s Firefly models, the Foundry produces everything from custom text to images, videos, and even 3D scenes — all tailored for one brand, one voice, and one identity.

Instead of paying by user, companies pay by usage, making it scalable for everyone from small marketing teams to global corporations.

The result? Every ad, campaign, and design can look instantly recognizable without needing a designer to redraw it each time.

From Firefly to Foundry

Since Firefly launched, more than 25 billion assets have been created through Adobe’s AI tools.

Foundry pushes that further by letting companies train AI directly on their intellectual property.

Think of it as the ultimate brand clone — your fonts, your imagery, your style, replicated across every campaign and language at the push of a button.

Creativity Just Got Industrial Strength

The Foundry doesn’t replace human imagination; it multiplies it. Adobe’s new playground gives creatives the speed of AI without losing the soul of design.

The next time you see a campaign that looks flawlessly “on brand,” there’s a good chance it was forged in Adobe’s new creative factory.

Semiconductors

Nvidia Just Made History: The First U.S.-Built Blackwell Chip Is Here

Nvidia’s (NASDAQ: NVDA) latest flex isn’t another software breakthrough; it’s silicon made in America.

The company just unveiled the first-ever U.S.-manufactured Blackwell wafer, produced in partnership with Taiwan Semiconductor Manufacturing Company (TSMC) at its brand-new facility in Phoenix.

This moment marks a milestone for both the AI industry and U.S. chipmaking, proving that next-gen computing power can now be born on American soil.

Built for the AI Arms Race

The Blackwell wafer is part of Nvidia’s strategy to keep up with the white-hot demand for AI processors.

Every tech company with a dream of smarter machines wants these chips, and now production will come closer to home.

TSMC’s Arizona plant will churn out chips as small as two nanometers — the kind powering everything from AI data centers to quantum-grade telecommunications.

Made in America, Built for the Future

For years, AI innovation was designed in California but built in Asia. That era may be shifting.

Nvidia’s U.S.-made wafer strengthens domestic supply chains while giving the country a front-row seat in the AI arms race.

The Phoenix-made Blackwell is a symbol of how computing power, national strategy, and innovation are now welded together.

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Apps

From Rooms to Relationships: Airbnb’s App Gets a Social Makeover

Airbnb’s (NASDAQ: ABNB) newest update is all about connection — not Wi-Fi, but people.

The company is rolling out a set of social features that let travelers see and chat with others booked for the same activities.

Whether it’s a sushi-making class in Tokyo or a hiking trip in Colorado, you’ll now be able to see who’s joining, where they’re from, and connect afterward through a new in-app chat.

It’s like Airbnb just built a friendship engine for travelers who don’t want their experiences to end when the tour does.

More Than Just Stays

This move builds on Airbnb’s growing “Experiences” feature, which lets users book group activities hosted by locals.

Now, it’s expanding into full-on social territory, giving every user a Connections tab to revisit people they met while traveling.

The app also comes with privacy-first options where you choose what to share, when to chat, and who to block if things get weird.

AI That Knows How You Travel

Alongside its social push, Airbnb’s search and AI assistant are getting smarter.

The app now suggests properties just outside your filters, highlights nearby landmarks on the map, and even handles booking changes through AI-powered chat.

It’s clear that Airbnb doesn’t just want to find you a place to stay; it wants to run your entire trip, friends included.

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Recent Tech Movers

NVIDIA (NASDAQ: NVDA)
Still the Final Boss of AI Silicon

Jefferies and KeyBanc both leaned in with Buy ratings, louder confidence, and talk of an ecosystem chasing NVDA.

It’s because hyperscalers want more throughput, and the GB200/300 ramp plus CoWoS supply suggests the pipeline stays stuffed. 

Near term, watch November guidance and any color on China resuming orders.

If you’re still holding, trim only if you’re hilariously overweight, otherwise ride the trend and use red days to add in thirds.

Toast (NYSE: TOST)
Table Stakes are Turning Into Market Share

Freedom Capital kicked off coverage at Buy with a $45 target, citing steady expansion from SMBs into enterprise and international.

With ~15% of U.S. restaurant locations already on the platform, every net-new site feeds high-margin software and payments. 

Watch the net location adds, ARR growth, and starter-kit traction at the low end.

Here the stock’s momentum skew is up into the print, so you can consider a starter position with a stop under recent support and reassess on guidance.

Astera Labs (NASDAQ: ALAB)
Connectivity Doesn’t Nap, Even When Competition Bites

A rough stretch as investors fretted that big GPU capacity deals elsewhere could pinch demand for Astera’s links.

The counterweight: Astera is teaming with Arm Total Design on chiplet-friendly connectivity (PCIe, Ethernet, CXL, UALink), i.e., more modular AI boxes still need the plumbing. 

It’s a pricey name and the tape’s jumpy, so let price be your risk manager. You can keep it on a watchlist for capitulation flushes or evidence of new design wins, but don’t chase it here.

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The Edge Network Playing Offense (With a Payments Side Quest)

Cloudflare (NYSE: NET)

Cloudflare has been one of 2025’s stealth juggernauts, up big on the year as it turns a massive global network into a cash machine.

The bull case is simple enough to doodle on a napkin as more traffic moves to the edge, more security shifts to software, and more devs pick “click, deploy, scale” over “rack, stack, pray.”

That engine is already showing up in rising cash from operations and sticky enterprise wins.

Here’s what’s new and interesting. Cloudflare is experimenting with a dollar-backed “NET Dollar” stablecoin aimed at instant, automated payments for AI agents and micro-transactions.

It’s a little wild, admittedly. But it fits the bigger thesis, if AI agents start doing real work at the edge, they’ll also need to pay for stuff at the edge.

Owning the rails (security + network) and skimming a tiny toll on payments is the kind of flywheel Wall Street likes.

Why This Matters Now

  • Edge and AI mean better latency and lower costs, which tends to pull workloads toward Cloudflare’s turf.

  • Subscriptions and usage tied to security, developer services, and emerging payments can smooth cycles.

  • If NET Dollar or similar experiments gain real adoption, you get a brand-new revenue lane without rebuilding the house.

What to Watch

  • Enterprise net retention and large-customer adds (proof the platform is widening).

  • Concrete monetization around AI/edge services (Workers/Queues/AI Gateway) and any early merchant or partner traction on stablecoin rails.

  • Discipline on opex, premium multiples demand premium execution.

Risks Worth Respecting

Premium valuation leaves less room for stumbles, and hyperscalers won’t sit politely while the edge gets monetized.

Any growth wobble or security hiccup could compress the multiple fast.

Actionable Move:

Treat it like a high-beta compounder: build over time, avoid chasing breakouts, and use 15–20% pullbacks to add.

If management keeps stacking enterprise wins and shows real revenue from AI/edge add-ons, the long runway is intact.

Everything Else

  • 🧲 Australian rare-earth miners jumped after an $8.5B U.S. critical-minerals pact, giving names like Lynas and Pilbara a momentum jolt.

  • 🍎 Markets found their mojo again, as sometimes all you need is a “good iPhone” to spark a rally.

  • 😇 OpenAI investor Reid Hoffman called Anthropic “one of the good guys” in AI, tossing a little kumbaya into an otherwise cutthroat model race.

  • ☁️ AWS reported an outage that knocked a swath of sites offline, a reminder that even the cloud gets occasional storm clouds.

  • 🧑‍⚖️ Florida’s AG issued subpoenas to Roblox over child-safety concerns, turning up the heat on platform protections.

That's our coverage for today; thanks for reading! Reply to this email with feedback or any tech stocks you want me to check out.

Best Regards,
—Noah Zelvis
Tech Stock Insider